See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,444 | $109,327-63.0% | $89,391-54.8% | $158,922-74.6% |
| Participation rate | 87.5% | 74.3%+13.2pp | 68.0%+19.5pp | 82.0%+5.5pp |
| Annual return | 18.66% | 345.68%-327.0pp | 245.62%-227.0pp | 302.83%-284.2pp |
| Employer contribution / active EE | $3,182 | $3,170+0.4% | $2,586+23.1% | $4,761-33.2% |
| Participant deferral / active EE | $5,497 | $4,598+19.5% | $3,890+41.3% | $5,982-8.1% |
| Admin fee / account holder | $966 | $6,153-84.3% | $4,881-80.2% | $11,246-91.4% |